AGRFX vs. FOCPX

In the year-to-date period, AGRFX achieves a 13.05% return, which is significantly lower than FOCPX's 39.38% return. Over the past 10 years, AGRFX has underperformed FOCPX with an annualized return of 6.45%, while FOCPX has yielded a comparatively higher 17.99% annualized return.

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AGRFX has a 1.12% expense ratio, which is higher than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and Fidelity OTC Portfolio (FOCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AGRFX Sharpe Ratio is 0.55, which is lower than the FOCPX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of AGRFX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AGRFX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.15%.

The maximum AGRFX drawdown since its inception was -61.88%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for AGRFX and FOCPX. For additional features, visit the drawdowns tool.

AB Growth Fund (AGRFX) has a higher volatility of 20.24% compared to Fidelity OTC Portfolio (FOCPX) at 5.27%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.